FIELD OF THE INVENTION
[0001] The present invention relates generally to a kit and method for carrying out a real
time fluorescence based assay with liquid biological samples. The kit and method are
particularly suited for nucleic acid based (i.e. molecular) diagnostic assays.
BACKGROUND OF THE INVENTION
[0002] Processes for nucleic acid based assays are well known and have been implemented
in a variety of formats. One of the more common processes conducted in such a nucleic
acid based assay is a nucleic acid amplification process. Generally, a nucleic acid
amplification reaction is first carried out to completion, and then a nucleic acid
probe is used to determine the presence or absence of a amplified nucleic acid sequence
of interest. This type of assay is referred to as an end point assay.
[0003] One problem with end point assays is that the amplified nucleic acid (amplicons)
from the amplification reaction must be physically transferred to the subsequent probe
assay. Because of the transfer, the potential exists for contaminating the laboratory
environment with the amplicons. In addition, the general risk of misidentifying a
given sample or confusing it with other samples increases each time that a physical
transfer of the sample takes place.
[0004] Thus, there have been previous proposals for self-contained test units that are capable
of carrying out an integrated nucleic acid amplification and nucleic acid probe assay
on a liquid biological sample while the sample remains confined within the test unit.
For example, U.S. Patent No. 5,229,297, to Paul N. Schnipelsky et al., describes a
cuvette for DNA amplification and detection which comprises a plurality of flexible
compartments for containing a sample, amplifying reagents and detection reagents,
together with passageways connecting the sample and reagent compartments with a detection
site and waste compartment. A roller is used to squeeze or compress the sample and
reagent compartments in a desired sequence, thereby forcing the sample and detection
reagents through the passageways to the detection site and waste compartment. Temporary
seals are used to isolate the sample and reagent compartments from the passageways
until sufficient pressure is generated by the roller. Although this arrangement is
advantageous in that the sample remains within the cuvette during amplification and
detection, the need for a roller to break the temporary seals and cause the various
fluids to flow between compartments introduces undesirable complexity and makes it
difficult to automate the amplification and assay procedure.
[0005] Furthermore, in U.S. Patent No. 5,639,428, an improved test unit for carrying out
integrated nucleic acid amplifications and nucleic acid probe based detection assays
is disclosed. In the improved test unit, the flow of sample and reagent liquids is
controlled by centrifugal force applied by a rotating apparatus, thereby avoiding
the need for rollers and other complex mechanisms. While this represents a substantial
improvement over the arrangement disclosed in U.S. Patent No. 5,229,297, the need
to provide for controlled fluid movement within the test unit still exists and renders
the test unit somewhat more complex than might be desired.
[0006] In addition to the end point assays discussed previously, homogeneous real time methods
of nucleic acid detection assay also exist. Homogeneous real time methods do not require
the physical transfer of the amplified material to a separate assay site, but rather
function simultaneously with the amplification reaction, thus, detection can occur
in real time. Examples of known homogeneous real time methods include fluorescence
polarization, fluorescence energy transfer and light absorbance.
[0007] As with the end point assays, there have also been previous proposals for self-contained
test units for homogeneous assay methods. For example, U.S. Patent No. 5,236,827 and
its counterpart European Patent No. 0 347 771, describe a device with a fluorogenic
substrate for conducting an assay in which an enzyme rate-of-reaction profile is determined
to identify microorganisms.
[0008] European Patent Application No. 0 640 828 describes a instrument for monitoring multiple
nucleic acid amplifications simultaneously. The instrument includes a thermal cycler
and a sensor for detecting emitted light from multiple amplifications simultaneously.
[0009] U.S. Patent No. 5,219,762 describes a device and method for measuring the product
of a enzymatic reaction wherein the enzyme acts on a target analyte to produce a detectable
and measurable enzymatic byproduct.
[0010] European Patent No. 0 298 669 describes methods for performing nucleic acid reactions
and manipulations in reaction vessels with reagents in a dried state.
[0011] Also, in copending U.S. Patent Application Serial No. 08/878,096, filed June 18,
1997, a device and method for a homogeneous fluorescence polarization assay is described.
This device contains all of the reagents necessary for both a nucleic acid amplification
reaction and a nucleic acid probe based assay in dried form, such that all such reagents
will be rehydrated by a liquid biological sample at essentially the same time. The
device is configured as a flat card in order to minimize the amount of sample in each
sample cell of the device, and thereby allow for preheating of the device and rapid
equilibration of the temperature of added liquid sample to the temperature of the
preheated device (
i.
e. a "hot start" of the method). However, the rehydration of all dried nucleic acid
amplification reagents and all dried nucleic acid probe assay reagents at essentially
the same time has been found to cause an unreproducible fluorescence detection signal.
This unreproducible signal is believed to be due to variable rehydration of the fluorescently
labeled dried nucleic acid probe, and causes interference with the desired fluorescence
signal, which interference cannot he factored out, because of the unreproducible nature
of the interfering signal. Also, the small volumes used in this device make detection
of amplicons from some samples more difficult and render the device not easily usable
by those in the clinical diagnostics field.
[0012] In view of the foregoing,a need exists in the art for a kit and method for carrying
out a homogeneous nucleic acid amplification and real time nucleic acid probe detection
assay with minimal complexity, and which is capable of yielding a consistent, reliable
fluorescence detection signal.
SUMMARY OF THE INVENTION
[0013] In order to address the disadvantages and limitations of the devices and methods
described above, the present invention provides for a kit which is useful for conducting
an assay wherein a fluorescence detection method is utilized to determine the presence,
absence or quantity of a target analyte in a sample including (1) a first vessel or
a first plurality of vessels containing nucleic acid primers and a target analyte
binding partner which is capable of producing a detectable change of fluorescence
signal, and (2) a second vessel on a second plurality of vessels corresponding to
said first vessel or said first plurality of vessels, containing a reagent, or being
susceptible to a condition, which initiates a reaction wherein if said target analyte
is present in the sample, then the amount of said target analyte will change.
[0014] In an alternative embodiment, the kit of the present invention includes a vessel
having a first section and at least one other section. The first section contains
nucleic acid primers and a binding partner of the target analyte, which binding partner
is capable of producing a detectable change of fluorescence signal as the amount of
target analyte changes. The other section of the vessel contains a reagent, or is
susceptible to a condition, which initiates a reaction wherein if the target analyte
is present in the sample, then the amount of target analyte will change.
[0015] The present invention also provides a method for detecting the presence, absence
or quantity of a target analyte in a sample including steps in which the sample is
exposed to a first reagent formulation containing a target analyte binding partner
which is capable of producing a detectable change of fluorescence signal as the amount
of target analyte changes. Such exposure creates a first mixture which is then exposed
to a second reagent formulation or a condition, which, if target analyte is present
in the sample, then the amount of target analyte will change.
BRIEF DESCRIPTION OF THE DRAWINGS
[0016] The various objects, advantages and novel features of the present invention will
be readily understood from the following detailed description when read in conjunction
with the appended drawings in which:
Figure 1 depicts the results of a comparative experiment in which an amplification
and homogeneous fluorescence real time detection assay was conducted in a known device
wherein all assay reagents were dried in a single spot in the device;
Figure 2 depicts the results of a second comparative experiment in which an amplification
and homogeneous fluorescence real time detection assay was conducted in a known device
wherein the assay reagents were dried in two spots in the device;
Figure 3 depicts the results of an experiment in which an amplification and homogeneous
fluorescence real time detection assay was conducted wherein a HIV nucleic acid sequence
was amplified with a rehydrated fluorescence probe; and
Figure 4 depicts the results of an experiment in which an amplification and homogeneous
fluorescence real time detection assay was conducted wherein a Chlamydia nucleic acid
sequence was amplified with a rehydrated fluorescence probe.
DETAILED DESCRIPTION OF THE INVENTION
[0017] The present invention relates to assays in which detection of a fluorescence signal
is conducted in real time (
i.
e., as a reaction is occurring). In such assays, a change in fluorescence signal is
detected.
[0018] In order for such real time fluorescence detection assays to be useful, the change
in fluorescence signal over time must be detectable and capable of being monitored.
Thus, interfering fluorescence background (
i.
e., fluorescence signal due to conditions other than the presence of a target analyte)
is detrimental to real time fluorescence detection assays if it is not constant or
reproducible. That is, interfering background may be of significant magnitude relative
to the specific signal as long as the change in fluorescence background is (1) small
relative to the change in specific signal, or (2) may be compensated for through use
of a numerical algorithym.
[0019] However, when real time fluorescence detection assays are formatted with reagents
in a dry form to be rehydrated, the rehydration of the dry fluorescently labeled reagent
causes an interfering fluorescence background which is not constant and changes irreproducibly.
Thus, this interfering background masks the specific fluorescence change and cannot
be corrected for by numerical methods. Therefore, the method and kit of the present
invention are designed to eliminate this cause of interfering fluorescence background
by postponing initiation of the detection reaction which produces the desired change
in fluorescence signal until after rehydration of the fluorescently labeled reagent.
[0020] In the method of the present invention, a sample which may contain a target analyte
is exposed to a first reagent formulation which includes nucleic acid primers and
a fluorescently labeled binding partner of the target analyte. Such exposure creates
a first mixture. Then, the first mixture is exposed to a second reagent formulation
or to a condition, which, if the target analyte is present, will cause a detectable
change in fluorescence signal to be produced.
[0021] In such a method, the fluorescently labeled reagent (
i.
e., the fluorescently labeled binding partner for the target analyte) is rehydrated
prior to initiation of the detection reaction. That is, the detection reaction is
postponed until after rehydration of the fluorescently labeled binding partner.
[0022] The fluorescently labeled target analyte binding partner of the first reagent formulation
is any entity which has a binding specificity for the target analyte sufficient to
discriminate the target analyte from other related analytes. When the target analyte
is a nucleic acid molecule, a typical binding partner is a nucleic acid molecule having
sufficient complementarity that the binding partner nucleic acid molecule will hybridize
to the target analyte nucleic acid molecule.
[0023] Methods for fluorescently labeling nucleic acid molecules (
i.
e. conjugation) are well known to those skilled in the art. Examples of suitable fluorescence
labels for use in the present invention include xanthene dyes such as fluorosceins,
rhodamines and rosamines, and napthylamines such as 1-dimethylaminonapthyl-5-sulfonate,
1-anilino-8-napthalene sulfonate and 2-p-toluidinyl-6-napthalene sulfonate.
[0024] The fluorescently labeled nucleic acid molecule binding partner is present in the
first reagent formulation with nucleic acid primers specific for a target nucleic
acid of interest. However, there may be other reagents in the first reagent formulation,
so long as a certain second reagent formulation which would initiate the detection
reaction, or a condition which would initiate the detection reaction, is withheld
from the first reagent formulation and the mixture created by exposure of the sample
to the first reagent formulation. For example, if a polymerase based nucleic acid
amplification reaction is part of the detection assay, the second reagent formulation
may include a polymerase, because exposure of the sample to a first reagent mixture
which does not contain a polymerase will not cause initiation of the detection assay,
but will permit rehydration of a dried fluorescently labeled nucleic acid molecule
binding partner. Similarly, if such a detection assay is not initiated until a certain
temperature is applied, then rehydration of the first reagent formulation including
the fluorescently labeled nucleic acid molecule binding partner by exposure to the
sample may be carried out a lower temperature, and then the mixture is exposed to
heat as the condition to initiate the detection assay.
[0025] Initiation of the detection assay is the commencement of a change in the amount of
target analyte. When the target analyte is a nucleic acid molecule, the change in
amount of target analyte is a increase of amount caused by the production of amplicons
(
i.
e., copies of the target nucleic acid molecule analyte) by a nucleic acid amplification
reaction. Such nucleic acid amplification reactions are well known to those skilled
in the art, and suitable examples of such reactions include Strand Displacement Amplification
("SDA"), Polymerase Chain Reaction ("PCR"), Ligase Chain Reaction ("LCR"), Transcription
Mediated Amplification ("TMA") and Nucleic Acid Sequence Based Amplification ("NASBA").
In such reactions, the production of amplicons (
i.
e., an increase in the amount of target analyte) causes a change in fluorescence signal
which may be detected as the amount of target analyte increases with time (
i.
e., real time detection).
[0026] For example, in assay based on fluorescence energy transfer ("FET"), a change in
the intensity of a fluorescence signal is detected. In such assays a fluorescence
energy donor moiety and a fluorescence energy acceptor moiety are present on the target
analyte binding partner. When the donor and acceptor moieties are in sufficiently
close proximity, the intensity of the fluorescence signal from the donor moiety is
quenched by the acceptor moiety. Thus, FET assays are designed such that: (1) a increase
in the intensity of the fluorescence signal indicates the presence of a target analyte
(
i.
e., the donor and acceptor moieties are initially in close proximity, and the presence
of the target analyte causes a decrease in such proximity); or (2) a decrease in the
intensity of the fluorescence signal indicates the presence of a target analyte (
i.
e., the donor and acceptor moieties are initially not in close proximity, and the presence
of the target analyte causes a increase in such proximity).
[0027] In order to be capable of a increase or decrease of the proximity of the fluorescence
energy donor and acceptor moieties, the binding partner is capable of some change
of secondary structure. Examples of nucleic acid molecule secondary structure which
retain a fluorescence donor moiety and a fluorescence acceptor moiety in sufficient
proximity to quench fluorescence signal are G-quartets and stem-loop or hairpin structures.
Nucleic acid molecules of such secondary structures are well known to those skilled
in the art form references such as Varani, G.,
Annu. Rev. Biophys. Biomol. Struct. 1995, 24:379-404, and Willamson, J.,
Annu. Rev. Bioiphys. Biomol. Struct. 1994, 23:703-30. These secondary structures are also capable of deformation to render
a linear secondary structure in which the proximity of the fluorescence energy donor
moiety and fluorescence energy acceptor moiety is decreased resulting in less quenching
of the fluorescence signal. A 5-10 fold enhancement of the fluorescence signal may
be observed upon deformation of hairpin structure in the presence of amplicons using
fluorescence donor-acceptor pairs such as fluorescein - Rox or DABCYL - fluorescein
as taught in U.S. Patent Application Serial No. 08/865,675, filed May 30, 1997 and
U.S. Patent Application Serial No. 08/855,085, filed May 13, 1997, the disclosures
of which are specifically incorporated herein by reference
[0028] Particularly when the mixture of sample and first reagent formulation is exposed
to a second reagent formulation rather than to a condition, physical separation of
the first reagent formulation from the second reagent formulation may be accomplished
by a variety of means. In one embodiment, corresponding first and second vessels such
as wells may contain, respectively, the first reagent formulation and the second reagent
formulation. In such a configuration, the corresponding first and second wells may
be marked with corresponding indicia of their relatedness. For example, the corresponding
first and second wells may be marked with bar codes or other codes, or color-coded
to indicate their relatedness. Such indicia of relatedness is useful to reduce the
possibility of incorrect transfer of reaction mixture from a first well to a second
well when corresponding multiple well plates or other devices are being used.
[0029] Alternatively, a single vessel such as a well may be divided into two or more Sections.
In such an embodiment, the first reagent formulation is in a first section of the
well, and the second reagent formulation is in a second section of the well. Although
the sections of the well may be marked as described above, it may not be as important
in this embodiment, because the mixture created from the exposure of the first reagent
formulation to the sample will only be transferred to another section of the same
well rather than to a second well. Thus, there is a lesser risk of error in the transfer,
and a lesser need for marking corresponding sections to reduce such risk.
[0030] In either of the above embodiments, the first reagent formulation and the second
reagent formulation are typically in a dry format in the form of a spot on an interior
wall of a vessel. The reagents in the dried first reagent formulation spot and the
dried second reagent formulation spot are carried in a readily soluble matrix, such
as trehalose or another carbohydrate. These reagents will readily rehydrate when exposed
to an aqueous liquid in a well. However, either embodiment is also useful when the
second reagent formulation is not in a dry form.
[0031] When performed in a preferred embodiment, the method of the present invention involves
a nucleic acid amplification reaction wherein an nucleic acid molecule binding partner
having a fluorescence donor moiety and a fluorescence acceptor moiety is utilized.
A first well contains such a binding partner in a dried form and all other reagents
except for nucleic acid amplification enzymes in a dried form (
i.
e., the first reagent formulation). Such enzymes (
i.
e., the second reagent formulation) are in a dry form in a corresponding second well.
A liquid sample which may contain a target analyte (
i.
e., nucleic acid molecule) is added to the first well causing the first reagent formulation
to rehydrate and forming a mixture of sample and first reagent formulation. The mixture
is then transferred to the second well and causes the rehydration of the second reagent
formulation, thus initiating a homogeneous nucleic acid amplification and real time
fluorescence detection assay. The second well is read by a fluorescence detection
instrument. If the target analyte is present, amplicons are produced, and increasing
fluorescence signal will be detected as the fluorescence donor moieties and the fluorescence
acceptor moieties become more distant from each other, thus decreasing the quenching
of fluorescence signal. The initial quantity of target analyte may therefore be estimated
using numerical analysis of increased fluorescence signal over time. Numerical methods
for estimation of initial target number from fluorescence rate data include overall
slope, calculation of the time to first positive, and maximum rate of change.
[0032] For example, in one type of quantitation analysis, a plurality of known quantities
of a nucleic acid sequence in respective calibration samples (i.e, standards) and
a unknown quantity of the nucleic acid sequence in a test sample are amplified in
parallel during a time interval. Indicia of the quantities of the nucleic acid sequence
being amplified in the calibration and test samples are then measured using conventional
techniques, at measurement points in the time interval. The indicia of the quantities
of the nucleic acid sequence being amplified may take the form of fluorescence signals
(e.g., fluorescence intensities or detectable fluorescent energy transfer) if the
samples contain fluorescent indicators therein (e.g., fluorescent dyes, labels, intercalators,
etc). Other indicia that are suitable for real-time measurement (e.g., radioactive
signals) may also be used.
[0033] A step is then performed to determine for a first potential cutoff level, a corresponding
first set of time points in the time interval at which the measured indicia of the
quantities of the nucleic acid sequence being amplified in each of the calibration
samples equal the first cutoff level. This step is then repeated for each of a number
of different potential cutoff levels so that respective sets of time points in the
time interval can be obtained for each potential cutoff level. According to a preferred
aspect of this quantitation analysis, a step is then performed to determine, relative
to a statistical criterion, which of the sets of points in the time interval better
satisfies the statistical criterion against the known quantities of the nucleic acid
sequence in the calibration samples. A quantity of the nucleic acid sequence in the
test sample is then determined based on the set of points determined to better or
best satisfy the statistical criterion.
[0034] For example, the step to determine which of the sets of points better satisfies the
statistical criterion may comprise the step of determining which of the sets of points
in the time interval provides a better linear fit against logarithms of the known
starting quantities of the nucleic acid sequence in the calibration samples. Preferably,
this step comprises the steps of fitting regression lines to respective "graphs" of
each of the sets of time points in the time interval versus logarithms of the known
starting quantities of the nucleic acid sequence in the calibration samples. Standard
deviations of the fits between each of the sets of time points and respective regression
lines are then determined. The set of time points preferably corresponding to the
lowest standard deviation of fit is then used to select the preferred cutoff level
from the potential cutoff levels and then determine the starting quantity of the nucleic
acid in the test sample based on the preferred cutoff level. This advantageous result
is preferably achieved by determining a time at which the measured indicia of the
quantities of the nucleic acid sequence in the test sample equals the preferred cutoff
level and then fitting that time to the "preferred" regression line corresponding
to the preferred of time points. The logarithrn of the starting concentration of the
nucleic acid sequence in the test sample can then be determined from the preferred
regression line.
[0035] According to another quantitation analysis, a curve fitting operation is performed
to more accurately estimate the preferred indicia cutoff level (e.g., preferred fluorescence
signal cutoff level). In particular, respective "data" curves are preferably fit to
"graphs" of discrete points of the measured fluorescence signals of individual calibration
and test samples versus points in the time interval at which the corresponding fluorescence
signals were measured. Here, a non-parametric curve smoothing operation may be performed
after the discrete points have been normalized to a common baseline. It is also possible
to even further improve the accuracy of the preferred indicia cutoff level by determining
lower confidence limit curves for each of the "smoothed" data curves. The lower confidence
limit curves may also be smoothed using a non-parametric smoothing operation. Each
of the above-described sets of time points in the time interval can then be determined
by determining intersections between each of the smoothed lower confidence limit curves
and the respective potential cutoff levels.
[0036] As described above, a set of time points corresponding to a lowest standard deviation
of fit can be used to accurately determine a preferred cutoff level and then determine
the starting quantity of the nucleic acid in the test sample based on the preferred
cutoff level. However, according to another type of quantitation analysis, control
samples containing known starting quantities of the nucleic acid sequence can also
be used to facilitate determination of a preferred cutoff level. In particular, after
respective regression lines have been fit for each set of time points in the time
interval corresponding to the calibration samples, a average prediction error (APE)
can be determined between each regression line and those of a respective set of time
points corresponding to the control samples. The potential cutoff level corresponding
to the regression line having the lowest average prediction error associated therewith
can then be used to determine the starting concentration of the nucleic acid sequence
in the test sample.
[0037] As is apparent from the description of the method above, the reagent formulations
and vessels are suited for combination in a kit, particularly when such vessels are
the wells of standard 96 well microwell plates. Such a kit includes the corresponding
first and second vessels with the first reagent formulation dried in the first vessel
and the second reagent formulation either dried in the second vessel or included in
the kit but as a liquid formulation in an additional container in the kit.
[0038] The dried first reagent formulation is adhered to an interior wall of each first
vessel in the form of a single, discrete spot. The dried second reagent formulation
is adhered to an interior wall of each corresponding second vessel in the form of
a single, discrete spot. Liquid samples can be introduced into each of the first vessels
(preferably by pipetting). Similarly, after rehydration of the first reagent formulation
by exposure to the sample, the mixure of these two entities can be introduced into
each of the corresponding second vessels. As will be described hereinafter, the liquid
biological sample that is introduced into the first sample vessel makes contact with,
and dissolves, the dried first reagent formulation spot in the sample vessel.
[0039] A sealing means such as a strip is also provided for sealing the second vessels after
the mixture of first reagent formulation and sample has been introduced into the second
vessels. Preferably, the sealing means is a material provided with a layer of pressure
sensitive adhesive on its lower surface. In one embodiment, a flexible sealing strip
is applied in a manner similar to adhesive tape, and serves to permanently seal the
second vessels.
[0040] The sealing of the second vessels by means of the sealing strip provides several
advantages. The primary advantage of the sealing strip is that it prevents the release
of nucleic acid amplicons from the second vessels, thereby preventing contamination
of the laboratory environment. Secondarily, the sealing strip prevents evaporation
of the liquid mixture from the second vessels during the homogeneous nucleic acid
amplification and real time fluorescence detection assay. However, given that the
volume of mixture in a typical well of a microwell plate is fairly large in comparison
to other known devices such as cards (
e.
g. approximately 300 µl volume of a well in contrast to approximately 20 µl volume
of card sample cell), evaporative loss from microwells is not as significant an issue
as it is for a card device.
[0041] Typically, the various liquid biological samples used in the kit and method of the
present invention will consist of urine samples, blood samples or other body fluid
samples from different patients, all of which are being tested for the same pathogen
by a homogeneous nucleic acid amplification and real time fluorescence detection assay.
However, it is understood that embodiments are possible in which more than one of
the liquid biological samples are drawn from the same patient, and in which the first
reagent formulation differs from one first vessel to the next.
[0042] For detection of any change in fluorescence signal in the second vessel, any suitable,
commercially available fluorescence measuring instrument may be used, such as a microplate
fluorometer or a microplate reader. Alternatively, a specialized instrument may be
designed. Depending on the temperature requirements of the homogeneous nucleic acid
amplification and real time fluorescence detection assay, heating means, usually in
the form of heat blocks, are provided for the first sample vessels and/or second vessels,
as well as within the instrument.
[0043] In a assay based on fluorescence polarization ("FP"), a change in the FP value is
detected. In fluorescence polarization assays, a polarized excitation beam of a given
wavelength of light is used to excite the fluorescently labeled oligonucleotide binding
partner. The intensity, at a given wavelength, of fluorescent emission from these
excited binding partners is measured in the plane polarized parallel to the excitation
polarization, and also in the plane polarized perpendicular to the excitation polarization.
When a fluorescently labeled oligonucleotide binding partner hybridizes to a nucleic
acid amplicon, the intensity of fluorescent emission in the plane parallel to the
excitation plane increases. Typically, both parallel and perpendicular intensities
are measured. The changes in total intensity are then compensated for by applying
the formula:

where:
- IPARA =
- Fluorescent intensity in the plane polarized in the plane polarized parallel to the
plane of excitation polarization; and
- IPER =
- Fluorescent intensity in the plane polarized in the plane polarized perpendicular
to the excitation polarization.
This formula yields the dimensionless quantity referred to as the polarization ratio
(P).
[0044] Since it is the polarization intensity in the plane parallel to the excitation polarization
which increases with increased hybridization, measuring the intensity of the polarization
in the plane parallel to the excitation polarization over time will show the increase
in hybridization of oligonucleotide binding partner to oligonucleotide target analyte
over time. This is a kinetic or dynamic approach to the measurement of fluorescence
polarization, which is also suitable for use with fluorescence energy transfer and
light absorbance assays. By using such a kinetic or dynamic approach, compensation
for absolute intensity becomes somewhat less important because each sample is measured
against itself and is thus a relative measurement. In the case of a fluorescence polarization
assay, therefore, it becomes necessary to measure fluorescence intensity only in the
plane polarized parallel to the plane of the excitation polarization
[0045] The following Examples illustrate specific embodiments of the invention described
herein. As would be apparent to skilled artisans, various changes and modifications
are possible, and are contemplated within the scope of the invention described.
EXAMPLE 1
Comparative Example Using a Kit and Method Wherein Rehydration of Dry Fluorescence
Detector Probe and amplification of a Target Analyte Occurs in a First Vessel of Such
Kit During a First Step of Such Method
[0046] This Example was performed as a exemplification of problems associated with existing
kits and methods used for conducting fluorescence detection assays. The kit used for
this Example included a device for a homogeneous fluorescence polarization assay as
described in copending U.S. Patent Application Serial No. 08/878,096, filed June 18,
1997 ("DNA Card"). The method practiced for this Example is also as taught in the
referenced patent application Briefly, as described in the Background section above,
the DNA Card is a device which coins all of the reagents necessary for both a nucleic
acid amplification reaction and a nucleic acid probe based assay in dried form, such
that all such reagents will be rehydrated by a liquid biological sample at essentially
the same time.
Materials and Methods
[0047] In this Example HIV was the target analyte using Strand Displacement Amplification
("SDA") in a homogeneous real time fluorescence detection assay. Sequence numbering
for the HIV gag gene adheres to that described in Gurgo C., Guo H.G., Franchini G.,
Aldovini A, Collalti E., Farrell k, Wong-Staal G., Gallo RC., and Reitz M.S. Jr. (1988)
Virology 164, 531-536. A portion of the HIV GAG-1 gene was cloned into a pGEMl1Zf(+)
vector for use as target. The cloned GAG sequence was identical to HIV MN and corresponds
to positions 1222-1839, as described by Gurgo et .al.
[0048] Bumper Primer B1, 5'dTACATCAGGCCATATCACC (SEQ ID NO: 1), corresponds to gag positions
1223-1241. Bumper Primer B2, 5'dGCAGCTTCCTCATTGAT (SEQ ID NO: 2), corresponds to positions
1424-1408. Amplification Primers S1, 5'dACCGCATCGAATGCATGTCTCGGGTGGTAAAAGTAGTAGAAG
(SEQ ID NO: 3), and S2, 5'dCGATTCCGCTCCAGACTTCTCGGGGTGTTTAGCATGGTGTT (SEQ ID NO: 4)
correspond to gag positions 1260-1276, and positions 1368-1348, respectively.
[0049] Final HIV SDA reaction conditions were as follows: 35mM KPO4 (pH7.6), 0.1mg/ml acetylated
bovine serum albumin, 1uM primer S1, 0.75uM primer S2, 0.05 uM each primer B1 and
B2, 400 nM of the FAM-ROX detector probe (5'-FAM-dGTCACTCGAGAT(ROX)TCAGCATTATCAGAAGGAGCCACCCCAC-3'
(SEQ ID NO: 5)), 1.4mM dCTPαS, 0.5mM dUTP, 0.2mM each dATP and dGTP, 7.5 mM MgOAc,
5% DMSO, 8% glyceroL 500 ng human placental DNA, 320 units BsoB1, and 20 units BST
per 50 uL final reaction volume. In dry-down experiments, sufficient trehalose was
added to produce hard glassy films following dehydration. The amount of trehalose
used was 1% (w/v) of the final SDA volume.
Devices and Instrumentation
[0050] DNA Cards were die cut from cellulose acetate butyrate sheets and assembled using
film backed adhesive. Two sheets form a depression in which reagents were dried. Addition
of a third sheet completes a DNA Card having 64 sample compartments. Each sample compartment
is capable of holding a 20uL volume, id is accessed through a sample addition port.
A second port is provided as a vent. After sample addition, an adhesive backed sealer
strip was placed over both openings to prevent evaporation and contamination of future
SDA reactions. Fluorescence measurements were performed through the transparent sheets
of the DNA Card during amplification.
[0051] A Fluoroskan microwell fluorometer (Labsystems, Rochester, NY) was modified to perform
real time SDA in DNA Cards. These modifications included adjustment of the stage height,
and introduction of a heat stage to control temperature in the DNA Card to +/-0.3
°C at any set point between 50 and 60°C. The fiber optics bundle was offset by 15
degrees from vertical to reduce background resulting from reflected light off of the
DNA Card. Bandpass interference filters were used to discriminate excitation (485
nm) and emission light (535 nm). Modifications to Genesis™ software (Labsystems, Rochester,
NY) facilitated real time measurement of fluorescence intensity in up to 64 sample
compartments. The detection limit for fluorescein isothiocyanate was approximately
20 nM at twice the background fluorescence with linearity extending above 1000 nM.
Typical cycle times were 1 second per measurement, or about 1 minute to read an entire
DNA Card of 64 samples.
Procedure
[0052] The SDA reagents described above were assembled into a 5x mix excluding KPi, DMSO
and glycerol. The concentration of KPi buffer in the dry-down mix was 37.5 mM. Aliquots
of this mix (4 uL) were added to individual DNA Card sample compartments and dried
to glassy films in a single spot. HIV target was prepared in 31 mM KPi, 5.8% glycerol
and 5% DMSO. Target aliquots were added to each sample compartment the compartments
sealed, and the fluorescence monitored (485 (EX)/535 (EM)) for 30 minutes.
Results and Conclusions
[0053] As shown in Figure 1, the results indicate a variable and negative signal fluctuation
during the first 5 minutes of the amplification reaction. Such a variable signal fluctuation
was not amenable to compensation through use of a numerical algorithym. Furthermore,
such variable signal fluctuation renders the diagnostic results of such a assay unreliable.
EXAMPLE 2
Further Comparative Example Wherein Background Amplification is Substantially Eliminated
[0054] This Example was performed as a further exemplification of problems associated with
existing kits and methods used for conducting fluorescence detection assays. The kit
used for this Example was the same as that used for Example 1. Also, the Methods and
Materials and Devices and Instrumentation were the same as those used in Example 1.
[0055] Due to the variable signal fluctuation and resultant unreliable diagnostic results
in Example 1, an experiment was performed in which background amplification was substantially
eliminated by drying the SDA reagents in two spots, rather than one spot, in the sample
compartment of the DNA Card.
[0056] Specifically, the Procedure of Example 1 was followed except that a first dry spot
(3 uL) contained all reagents needed for amplification except dUtp, which was incorporated
into a second dry spot (1 uL). Trehalose was maintained at the same final concentration,
but divided proportionately according to the volume in each spot. The rehydration
buffer was assembled in accordance with Example 1.
Results and Conclusions
[0057] As shown in Figure 2, the results indicated both a large positive and negative variation
in fluorescence signal during the first 10 minutes of the amplification reaction.
As in Example 1, such a variable signal fluctuation was not amenable to compensation
through use of a numerical algorithym. Furthermore, such variable signal fluctuation
renders the diagnostic results of such a assay unreliable. This result also suggested
that it may be the rehydration of the fluorescence probe during the amplification
reaction which was creating such variable signal fluctuation.
EXAMPLE 3
Stabilization of Fluorescence Signal in a Method for Amplification and Homogeneous
Real Time Fluorescence Detection of a Target Analyte (HIV)
[0058] In order to test the hypothesis that rehydration of the fluorescence probe during
amplification of a target analyte was causing the variable signal fluctuation seen
in Examples 1 and 2, an experiment was conducted as in Example 1 above, but only the
SDA emzymes (
i.
ze., BsoB1 and Bst) were dried in the presence of 37.5 mM Mg(OAc)
2, 0.25 mg/mL BSA, 7.5 mM KPi, with 5% (w/v) trehalose by aliquoting 4 uL of mix to
each sample compartment of the DNA Card. The remainder of the SDA reagents were added
to the sample compartment in wet form with the target analyte and sample.
Results and Conclusions
[0059] As shown in Figure 3, the results indicated a more stable fluorescence signal during
the first 10 minutes of amplification. Thus, more reliable diagnostic assay results
may be achievable when rehydration of a fluorescence probe and amplification of a
target analyte are not conducted simultaneously.
EXAMPLE 4
Stabilization of Fluorescence Signal in a Method for Amplification and Homogeneous
Real Time Fluorescence Detection of a Target Analyte (Chlamydia)
[0060] In order to confirm the results of Example 3, a similar experiment was conducted
for the amplification and homogeneous real time detection of a Chlamydia nucleic acid
sequence.
Materials and Methods
[0061] For this Example, Chlamydia elementary bodies (E serovar) were obtained from the
University of North Carolina and lysed at 95°C for 5 minutes prior to use as target
stocks. The target sequence is from a conserved region of the chlamydia cryptic plasmid.
[0062] In the SDA reaction, amplification primers S1.1 5'-dACCGCATCGAATCGATGTCTCGGGTAGAAAATCGCATGCAAGATA
(SEQ ID NO: 6) and S2.1 5'-dCGATTCCGCTCCAGACTTCTCGGGAGCTGCCTCAGAATATACTCAG (SEQ ID
NO: 7) were used at 750 nM and 188 nM, respectively. Bumper primers B1c 5'-dTAAACATGAAAACTCGTTCCG
(SEQ ID NO: 8) and B2c 5'-dTTTTATGATGAGAACACTTAAACTCA (SEQ ID NO: 9) were used at
75 nM each. Final SDA conditions included 40 mM KPi (pH 7.5), 6.5 mM (Mg(OAc)2
7 1.4mM dCTPαS, 0.2mM each dATP, dTTP and dGTP, 3% (v/v) DMSO, 8.2% (v/v) glyceroL,
50 ng/uL human placental DNA, 0.5 U/uL BST, 4.5 U/uL Ava1, 1% (w/v) trehalose, and
50 ug/mL BSA.
Devices and Instrumentation
[0063] The same devices and instrumentation as were used in Example 1 were used in this
Example, except that aliquots (4 uL) of dry-down mix consisting of 20 mM KPi, 10 ng/mL
human placental DNA, 2.5 U/uL BST, 22.5 U/uL Ava1, 2 mM Mg(OAc)
2, 5% (w/v) trehalose, and 0.02 mg/mL BSA were dried at 37°C under controlled low humidity
to glassy films in the sample compartments of the DNA Cards.
Procedure
[0064] Rehydration mix consisting of chlamydia target, 36 mM KPi, 1.4mM dCTPαs, 0.2mM each
dATP, dTTP and dGTP 3% (v/v) DMSO, 8.2% (v/v) glycerol, 400 nM FAM-Rox detector probe
(5' (FAM)dTAGCACCCGAGTGCT(ROX)AGAGTCTTCAAATATCAGAG CTTTACCTAACAA (SEQ ID NO: 10),
primers (S1.1, S2.1) and bumpers (B1c, B2c) at the concentrations listed above, 48
ng/uL human placental DNA, 6.1 mM Mg(OAc)
2, and 46 ug/ml BSA was heat denatured at 97°C for 2 minutes and added to prewarmed
DNA Cards at 55°C. Sealer strips were applied and the fluorescence monitored at 485
(EX)/535 (EM) nm on the fluorometer instrument.
Results and Conclusions
[0065] As shown in Figure 4, inspection of the resulting fluorescence signal showed only
small fluctuations until evidence of amplification specific fluorescence change became
evident. In each case, the amount of fluorescence change was proportional to the target
added. Thus, any such fluctuation could be compensated by numerical algorithm.
EXAMPLE 5
Practical Kit Application of Method for Amplification and Homogeneous Fluorescence
Real Time Detection of a Neisseria gonorrhoeae Target Analyte Nucleic Acid Sequence
[0066] The results of Examples 3 and 4 above showed the utility of a method for amplification
and homogeneous fluorescence real time detection of a target nucleic acid sequence
in which rehydration of a fluorescence probe was conducted separate from, and prior
to the amplification reaction. However, the method was not conducted in a format which
would be considered optimal for a typical practitioner.
[0067] Thus, a kit was developed in which a first vessel contained certain reagents for
such a reaction, such as, for example, the primers for the amplification as well as
the fluorescence probe in a dry form, but a reagent or condition that would cause
commencement of the amplification reaction was omitted. Therefore, the fluorescence
probe was rehydrated by addition of sample, but amplification did not commence until
exposure of the rehydrated probe mixture to such a reagent or condition.
[0068] Specifically, a kit including two corresponding microtiter plates was developed.
The wells of the first microtiter plate contained the primers and the fluorescence
probe, and the wells of the second microtiter plate contained the enzymes for the
amplification reaction. More specifically, a kit and method for the amplification
and homogeneous fluorescence real time detection of Neisseria gonorrhoeae nucleic
acid was developed as follows.
Materials and Methods
[0069] The first microtiter plate contained, in each well, in a single dry spot, the following
constituents:
- 37.5 mM potassium phosphate, pH 7.6
- 3.5% trehalose
- 0.19mg/ml acetylated BSA
- 0.675 mM DTT
- 3.75 mM magnesium acetate
- 1.9 uM first amplification primer GCIR-AL5.3
(5'CGATTCCGCTCCAGACTTCTCGGGAACAGCTTGAAGTTTT3')
(SEQ ID NO: 11)
- 1.9 uM second amplification primer GCIR-AR5.1
(5'ACCGCATCGAATGCATGTCTCGGGTCCTTGCAGTTAGGC3')
(SEQ ID NO: 12)
- 0.19 uM first bumper GCIR-BL5.1 (5'CGCAAATCATCAAAG3') (SEQ ID NO: 13)
- 0.19 uM second bumper GCIR-BR5.1 (5'TCAAGACGCTTCACG3') (SEQ ID NO: 14)
- 0.75 uM FamRox detector probe GCIR5-FD10
(5'TAGCACCCGAGTGCTTTCTCCGTCTGCTCTTTTATCTTCTC3')
(SEQ ID NO. 15)
- 0.94 mM dUTP
- 3600ng crude dialyzed human placental DNA
[0070] The second microtiter plate contained, in each well corresponding to a first well,
in a single dry spot, the following constituents:
- 25 mM potassium phosphate, pH 7.6
- 2.3% trehalose
- 0. 125 mg/ml acetylated BSA
- 0.45 mM DTT
- 10 mM magnesium acetate
- 320 units BsoB1, 20 units Bst polymerase
- 1.75 mM dCsTP
- 0.25 mM dATP
- 0.25 mM dGTP
[0071] The following protocol was then practiced:
[0072] Aliquots (∼150 ul) of a sample containing a plasmid GC10 were dispensed into each
well of the first microtiter plate. GC10 contains an 800 base pair region of the Neisseria
gonorrhoeae genome inserted into PUC18
[0073] The wells of the first microtiter plate were covered, and the plate was retained
at room temperature for 20 minutes. The first microtiter plate was then uncovered,
and incubated at 75°C for 10 minutes, while the second microtiter plate was pre-warmed
for 10 minutes to 52°C.
[0074] After the 10 minute incubation, 100 ul aliquots from each well of the first microtiter
plate were transferred (pipetted) to a corresponding well in the second microtiter
plate. The second microtiter plate was then sealed with an adhesive cover, and introduced
into a fluorescence reader inrument as described in co-pending U.S. Patent Application
Serial No. to be assigned, filed September 15, 1997 (Becton Dickinson Docket No. P-4067),
the disclosure of which is specifically incorporated herein by reference. (Other standard
microtiter plate fluorescence reader intruments could also be used.)
[0075] The fluorescence signal from the wells of the second microtiter plate were monitored
for 60 minutes. The sealed second microtiter plate was then discarded in a sealed
bag to further insure against potential amplicon contamination of the laboratory environment.
Results and Conclusions
[0076] The fluorescence signal from the wells showed steady increase over time, and the
signal did not exhibit uncorrectable, variable signal fluctuation as was seen in Examples
1 and 2.
EXAMPLE 6
Practical Kit Application of Method for Amplification and Homogeneous Fluorescence
Real Time Detection of a Chlamydia trachomatis Target Analyte Nucleic Acid Sequence
[0077] As in Example 5, a kit including two corresponding microtiter plates was developed.
The wells of the first microtiter plate contained the primers and the fluorescence
probe, and the wells of the second microtiter plate contained the enzymes for the
amplification reaction. More specifically, a kit and method for the amplification
and homogeneous fluorescence real time detection of Chlamydia trachomatis cryptic
plasmid nucleic acid was developed as follows.
Materials and Methods
[0078] The first microtiter plate contained, in each well, in a single dry spot, the following
constituents:
- 37.5 mM potassium phosphate, pH 7.6
- 3.5% trehalose
- 0.19 mg/ml acetylated BSA
- 0.675 mM DTT
- 3.75 mM magnesium acetate
- 1.9 uM first amplification primer CtpF8.AL1
(5'CGATTCCGCTCCAGACTTCTCGGGACAAAATCAACACCTG3')
(SEQ ID NO: 16)
- 1.9 uM second amplification primer CtpF8.AR1
(5'ACCGCATCGAATGCATGTCTCGGGGAGACTGTTAAAGATA3')
(SEQ ID NO: 17)
- 0.19 uM first bumper CtpF8.BL (5'CAGCAAATAATCCTTGG3') (SEQ ID NO: 18)
- 0.19 uM second bumper CtpF8.BR (5'CATTGGTTGATGAATTATT3') (SEQ ID NO: 19)
- 0.75 uM FamRox detector probe CtpF8.FD1
(5'TAGCACCCGAGTGCTCGCAGCCAAAATGACAGCTTCTGATGGAA3')
(SEQ ID NO.20)
- 0.94 mM dUTP
- 3600ng crude dialyzed human placental DNA
[0079] The second microtiter plate contained, in each well corresponding to a first well,
in a single dry spot, the following constituents:
- 25 mM potassium phosphate, pH 7.6
- 2.3% trehalose
- 0.125 mg/ml acetylated BSA
- 0.45 mM DTT
- 10 mM magnesium acetate
- 320 units BsoB1, 20 units Bst polymerase
- 1.75 mM dCsTP
- 0.25 mM dATP
- 0.25 mM dGTP
[0080] The following protocol was then practiced:
[0081] AIiquots (∼150 ul) of a sample containing a plasmid pCT16 were dispensed into each
well of the first microtiter plate, pCT16 contains regions B and F of the Chlamydia
trachomatis cryptic plasmid (from Serovar J) inserted into pUC18.
[0082] The wells of the first microtiter plate were covered, and the plate was retained
at room temperature for 20 minutes. The first microtiter plate was then uncovered,
and incubated at 75°C for 10 minutes, while the second microtiter plate was pre-warmed
for 10 minutes to 52°C.
[0083] After the 10 minute incubation, 100 ul aliquots from each well of the first microtiter
plate were transferred (pipetted) to a corresponding well in the second microtiter
plate. The second microtiter plate was then sealed with an adhesive cover, and introduced
into a fluorescence reader instrument as described in co-pending U.S. Patent Application
Serial No. to be assigned, filed September 15, 1997 (Becton Dickinson Docket No. P-4067),
the disclosure of which is specifically incorporated herein by reference. (Other standard
microtiter plate fluorescence reader instruments could also be used.)
[0084] The fluorescence signal from the wells of the second microtiter plate were monitored
for 60 minutes. The sealed second microtiter plate was then discarded in a sealed
bag to further insure against potential amplicon contamination of the laboratory environment.
Results and Conclusions
[0085] As in Example 5, the fluorescence signal from the wells showed steady increase over
time, and the signal did not exhibit uncorrectable, variable signal fluctuation as
was seen in Examples 1 and 2.
[0086] While the invention has been described with some specificity, modifications apparent
to those with ordinary skill in the art may be made without departing from the scope
of the invention. Various features of the invention are set forth in the following
claims.